Karbon

Ian Vacin

Erin Jamison

Justin Rolli

Manage time and budgets so your team can estimate work and track time right where the work happens.

Time & Budgets

Estimate and track time to understand jobs that are on-budget, allocate resources, and uncover performance insights to transform your firm.

Overview of Time & Budgets

Turn Time & Budgets on or off and change the preferences for tracking time, budgets and expenses.

Time & Budgets Settings

Overview

Ensure your timesheets are completed accurately and timely by following these best practices for tracking and submitting time.

Add budget estimates, track time and submit time sheets

Set up budgets and adjust dollar amounts via estimates in your work template to apply to all work items created off of the template.

Update your templates for Time & Budgets

On request, review colleagues' weekly submitted timesheets to approve or decline.

Review, adjust and approve timesheets as a Time Administrator

Your options and steps to leverage Time & Budgets to interface with your firm's billing solution.

Use Time & Budgets to complete billing

You can now set a standard billable rate for each colleague

Use colleague rates for your billing

Stay in control of your budget by fixing the budgeted amount.

Control budget estimates by amount

How-to

When you reset or delete a work item, the time entries previously on those work items will still exist.

What happens to my time entries when I reset or delete a work item?

As an admin, you have extra permissions that allow you to edit and submit a colleague's timesheet entries.

Can I add time to my colleague's timesheet?

You can remove irrelevant roles from your budget by removing the estimates given to them in the Time & Budget tab off of the template.

How can I remove irrelevant roles from my budget?

Recording employee time off in Karbon can help paint a complete picture of utilization.

How can I record holidays, vacations, and other time off?

Steps to capture a time entry with a one-off billing rate for a job.

How can I create a one-off custom billing rate?

Changes to the default rate for a role or task type will be carried across to any templates or active work items using those rates.

Will changes to default billable rates affect existing work items?

Leigh Schlobohm

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